Agent Technology Platform

MyAdvisorCloud: your agent portal, built your way

The customized agent login portal from Brokers Alliance. Your sales dashboard, case status, commissions, presentations and quote tools in one place, tailored to how you actually sell.

Agent Login Get Contracted

MyAdvisorCloud is for contracted Brokers Alliance agents. New to BA? Get contracted to request access.

Built for agents

How much time do you spend navigating through websites trying to find the things that are important to YOU?

What if you logged in and the site only delivered the tools and resources you actually used?

What if YOU could customize your IMO or BGA's website just like you do with your smart phone?

When designing our website we asked ourselves an important question: why would we assume all of our agents have the same needs? The reality is you DON'T. We recognize that some of you may need access to our Term Insurance tools, while others may want to work with Annuities. We also realize that it would be beneficial to have access to your sales dashboard, status, and commission data in the same place you access your favorite sales presentations, product information, and quote tools. So, we built it. Our way, with you in mind.

One login, everything you use

Your tools and your data, in one place

MyAdvisorCloud brings the resources you reach for most into a single customized portal.

✓

Sales dashboard

See your production at a glance the moment you log in.

✓

Case status

Check where your pending cases stand without leaving the portal.

✓

Commission data

Your commission detail in the same place as everything else.

✓

Sales presentations

Your favorite presentations, ready when the client is.

✓

Product information

Carrier and product detail at hand for every line you write.

✓

Quote tools

Term, annuity and more, all reachable from one login.

The toolset

What you get behind the login

MyAdvisorCloud is a business management platform for insurance agents and financial advisors. Everything below is included with a Brokers Alliance contract.

QE Quoting engines

Flexible quoting across term, annuity and more, with API access where you need to integrate it with systems you already run. Online life quoter.

DC Digital contracting

Get appointed without the paper chase. Secure, paperless contracting that keeps the carrier appointment moving. How contracting works.

ES Digital applications with e-sign

Take the application and the signature in the same session, whether the client is across the table or across the state.

IL Illustration tools

Build the illustration that supports the recommendation, including specialized software for indexed universal life. More on IUL.

RT Real-time reporting

Production, pending cases and commission detail you can act on, rather than a monthly statement you reconcile after the fact.

ID Instant-decision technology

Accelerated underwriting paths that return a decision while the client is still engaged. About InstaBrain.

Make it yours

A workspace that scales with the practice

MyAdvisorCloud is designed to be arranged around how you sell, not how a vendor decided everyone sells.

01 Add the apps you use

Pin the tools you reach for daily and leave the rest out of your way.

02 Organize your workflow

Arrange the workspace to match your day so the next step is always the obvious one.

03 Work anywhere

The same workspace on desktop and mobile, in the office or at the kitchen table.

One sign-on

The front door to the whole Brokers Alliance suite

MyAdvisorCloud is the single sign-on for the software Brokers Alliance builds in house. One set of credentials, one place to start.

MG MyAdvisorGrids

Your commission levels and hierarchy in one place, so you can see what a case pays before you write it. About MyAdvisorGrids.

RB RetirementBrain

Model income gaps, Roth conversions, inflation and fee drag against the client's current plan. About RetirementBrain.

LB LifeBrain

The life side of the bench, alongside the calculators and tools you use to build a case. About LifeBrain.

Also reachable from the same login: life calculators and tools, the Social Security gap calculator, underwriting support and online case status.

Who it is built for

Independent agents, agencies and firms

Whether you write on your own or run a downline, the platform is meant to carry the whole practice.

AG Independent agents

Everything needed to quote, apply, track and get paid, without stitching three vendor systems together. Agent resources.

FI Agencies and firms

End-to-end customization for brokerage general agencies of every size, with hierarchy and production visibility built in.

RA Registered advisors

Add insurance and retirement income to a fee-based practice with the same toolset. For registered advisors.

Questions

Common questions about MyAdvisorCloud

What is MyAdvisorCloud?

MyAdvisorCloud is the agent and advisor portal built in house by Brokers Alliance. It is the single sign-on for the whole Brokers Alliance suite and holds your sales dashboard, case status, commission data, presentations, quoting and contracting in one customizable workspace.

Who can get an account?

Contracted Brokers Alliance agents, agencies and advisors. If you are not contracted yet, get contracted and access comes with it.

Does it cost extra?

No. MyAdvisorCloud is included with a Brokers Alliance contract, along with MyAdvisorGrids, RetirementBrain and LifeBrain.

Is it a CRM?

It carries client relationship features alongside quoting, contracting, illustrations and reporting, so the client record and the sales tools live in the same workspace rather than in separate systems.

Can I use it on my phone?

Yes. The workspace is designed to run on both desktop and mobile.

How do I log in?

Use the Agent Login link at the top of any page on this site, or go straight to the MyAdvisorCloud dashboard.

Introducing MyAdvisorCloud. The only customized agent login portal in our industry.

Offered by a brokerage that understands what innovation really means.

Get Contracted

Already with BA? Log in to MyAdvisorCloud